Filed: 6/10/2026ACC: 0002060114-26-000003
📋 What this filing means
CURRY WEBB WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $211.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$211.62M
Total AUM (reported)
2.89M
Total Shares
Allocation by class
CORE S&P500 ETF$34.95M16.5%
500 GRTH IDX F$18.94M8.9%
RUSL 1000 DYNM$16.62M7.9%
SHARES FREE CASH$15.46M7.3%
ULTRA SHRT DUR$11.10M5.2%
COM$8.89M4.2%
GOLD SHS$8.14M3.8%
Portfolio Concentration
Top 3$70.51M33.3%
4–10$61.06M28.9%
11–25$52.26M24.7%
Rest$27.80M13.1%
Top 3 weight
33.3%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 2.89M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.89M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings63
Rows:
ISHARES TR
SOLEShares53.51K
TypeSH
Market value$34.95M
16.52%
Sole
0.00
Shared
0.00
None
53.51K
VANGUARD ADMIRAL FDS INC
SOLEShares46.45K
TypeSH
Market value$18.94M
8.95%
Sole
0.00
Shared
0.00
None
46.45K
INVESCO EXCH TRD SLF IDX FD
SOLEShares276.43K
TypeSH
Market value$16.62M
7.85%
Sole
0.00
Shared
0.00
None
276.43K
VICTORY PORTFOLIOS II
SOLEShares391.55K
TypeSH
Market value$15.46M
7.30%
Sole
0.00
Shared
0.00
None
391.55K
INVESCO ACTIVELY MANAGED EXC
SOLEShares221.50K
TypeSH
Market value$11.10M
5.25%
Sole
0.00
Shared
0.00
None
221.50K
SPDR GOLD TR
SOLEShares18.91K
TypeSH
Market value$8.14M
3.85%
Sole
0.00
Shared
0.00
None
18.91K
ISHARES TR
SOLEShares108.56K
TypeSH
Market value$7.33M
3.46%
Sole
0.00
Shared
0.00
None
108.56K
ISHARES TR
SOLEShares70.95K
TypeSH
Market value$6.42M
3.04%
Sole
0.00
Shared
0.00
None
70.95K
INVESCO EXCH TRD SLF IDX FD
SOLEShares199.46K
TypeSH
Market value$6.31M
2.98%
Sole
0.00
Shared
0.00
None
199.46K
INVESCO ACTIVELY MANAGED EXC
SOLEShares134.44K
TypeSH
Market value$6.30M
2.98%
Sole
0.00
Shared
0.00
None
134.44K
STATE STR SPDR S&P 500 ETF T
SOLEShares9.48K
TypeSH
Market value$6.17M
2.91%
Sole
0.00
Shared
0.00
None
9.48K
ISHARES TR
SOLEShares55.26K
TypeSH
Market value$5.49M
2.59%
Sole
0.00
Shared
0.00
None
55.26K
ISHARES INC
SOLEShares75.28K
TypeSH
Market value$5.25M
2.48%
Sole
0.00
Shared
0.00
None
75.28K
VANGUARD INDEX FDS
SOLEShares14.73K
TypeSH
Market value$4.73M
2.23%
Sole
0.00
Shared
0.00
None
14.73K
INVESCO EXCHANGE TRADED FD T
SOLEShares94.58K
TypeSH
Market value$4.50M
2.12%
Sole
0.00
Shared
0.00
None
94.58K
INVESCO EXCH TRADED FD TR II
SOLEShares193.70K
TypeSH
Market value$3.47M
1.64%
Sole
0.00
Shared
0.00
None
193.70K
HUNTINGTON BANCSHARES INC
SOLEShares204.75K
TypeSH
Market value$3.20M
1.51%
Sole
0.00
Shared
0.00
None
204.75K
J P MORGAN EXCHANGE TRADED F
SOLEShares61.48K
TypeSH
Market value$2.91M
1.37%
Sole
0.00
Shared
0.00
None
61.48K
VANGUARD TAX-MANAGED FDS
SOLEShares40.48K
TypeSH
Market value$2.59M
1.23%
Sole
0.00
Shared
0.00
None
40.48K
J P MORGAN EXCHANGE TRADED F
SOLEShares50.61K
TypeSH
Market value$2.56M
1.21%
Sole
0.00
Shared
0.00
None
50.61K
SCHWAB STRATEGIC TR
SOLEShares52.68K
TypeSH
Market value$2.46M
1.16%
Sole
0.00
Shared
0.00
None
52.68K
J P MORGAN EXCHANGE TRADED F
SOLEShares36.23K
TypeSH
Market value$2.42M
1.14%
Sole
0.00
Shared
0.00
None
36.23K
WORLD GOLD TR
SOLEShares23.88K
TypeSH
Market value$2.21M
1.05%
Sole
0.00
Shared
0.00
None
23.88K
FLEXSHARES TR
SOLEShares30.73K
TypeSH
Market value$2.21M
1.04%
Sole
0.00
Shared
0.00
None
30.73K
FLEXSHARES TR
SOLEShares65.88K
TypeSH
Market value$2.09M
0.99%
Sole
0.00
Shared
0.00
None
65.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 53.51K | SH | $34.95M 16.52% | 0.00 | 0.00 | 53.51K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 46.45K | SH | $18.94M 8.95% | 0.00 | 0.00 | 46.45K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 276.43K | SH | $16.62M 7.85% | 0.00 | 0.00 | 276.43K |
VICTORY PORTFOLIOS IISOLE | SHARES FREE CASH | 391.55K | SH | $15.46M 7.30% | 0.00 | 0.00 | 391.55K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 221.50K | SH | $11.10M 5.25% | 0.00 | 0.00 | 221.50K |
SPDR GOLD TRSOLE | GOLD SHS | 18.91K | SH | $8.14M 3.85% | 0.00 | 0.00 | 18.91K |
ISHARES TRSOLE | CORE S&P MCP ETF | 108.56K | SH | $7.33M 3.46% | 0.00 | 0.00 | 108.56K |
ISHARES TRSOLE | CORE MSCI EAFE | 70.95K | SH | $6.42M 3.04% | 0.00 | 0.00 | 70.95K |
INVESCO EXCH TRD SLF IDX FDSOLE | INTL DEV DYNAMIC | 199.46K | SH | $6.31M 2.98% | 0.00 | 0.00 | 199.46K |
INVESCO ACTIVELY MANAGED EXCSOLE | TOTAL RETURN | 134.44K | SH | $6.30M 2.98% | 0.00 | 0.00 | 134.44K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.48K | SH | $6.17M 2.91% | 0.00 | 0.00 | 9.48K |
ISHARES TRSOLE | CORE US AGGBD ET | 55.26K | SH | $5.49M 2.59% | 0.00 | 0.00 | 55.26K |
ISHARES INCSOLE | CORE MSCI EMKT | 75.28K | SH | $5.25M 2.48% | 0.00 | 0.00 | 75.28K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.73K | SH | $4.73M 2.23% | 0.00 | 0.00 | 14.73K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 94.58K | SH | $4.50M 2.12% | 0.00 | 0.00 | 94.58K |
INVESCO EXCH TRADED FD TR IISOLE | BLOOMBERG ENHANC | 193.70K | SH | $3.47M 1.64% | 0.00 | 0.00 | 193.70K |
HUNTINGTON BANCSHARES INCSOLE | COM | 204.75K | SH | $3.20M 1.51% | 0.00 | 0.00 | 204.75K |
J P MORGAN EXCHANGE TRADED FSOLE | SHORT DURA CORE | 61.48K | SH | $2.91M 1.37% | 0.00 | 0.00 | 61.48K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 40.48K | SH | $2.59M 1.23% | 0.00 | 0.00 | 40.48K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 50.61K | SH | $2.56M 1.21% | 0.00 | 0.00 | 50.61K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 52.68K | SH | $2.46M 1.16% | 0.00 | 0.00 | 52.68K |
J P MORGAN EXCHANGE TRADED FSOLE | SMALL & MID CAP | 36.23K | SH | $2.42M 1.14% | 0.00 | 0.00 | 36.23K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 23.88K | SH | $2.21M 1.05% | 0.00 | 0.00 | 23.88K |
FLEXSHARES TRSOLE | US QT LW VLTY | 30.73K | SH | $2.21M 1.04% | 0.00 | 0.00 | 30.73K |
FLEXSHARES TRSOLE | INTL QLTDV IDX | 65.88K | SH | $2.09M 0.99% | 0.00 | 0.00 | 65.88K |
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